Kotak Special Opportunities Fund Direct · Growth
Fund vs NIFTY 50
Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +15.19 | 1.07 | 108.2% | 88.9% | 6.4% | -7.9% |
| 3 Years | +2.76 | 1.00 | 99.8% | 93.5% | 1.1% | -1.6% |
| 5 Years | +1.66 | 1.00 | 99.8% | 93.5% | 0.7% | -1.0% |
| 7 Years | +1.20 | 1.00 | 99.8% | 93.5% | 0.5% | -0.7% |
| 10 Years | +0.84 | 1.00 | 99.8% | 93.5% | 0.3% | -0.5% |
| 12 Years | +0.70 | 1.00 | 99.8% | 93.5% | 0.3% | -0.4% |
| 15 Years | +0.56 | 1.00 | 99.8% | 93.5% | 0.2% | -0.3% |